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Haverty Furniture Companies

130 hedge funds and large institutions have $392M invested in Haverty Furniture Companies in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $328M → $392M (+$64.4M)

4% more funds holding

Funds holding: 125130 (+5)

0.17% more ownership

Funds ownership: 86.54%86.72% (+0.17%)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bridgeway Capital Management
Texas
$1.02M
DCM
52
Dupont Capital Management
Delaware
$996K +$534K +25,531 +155%
MAM
53
Martingale Asset Management
Massachusetts
$934K -$155K -7,400 -16%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$910K -$20.9K -1,000 -3%
BIM
55
Bogle Investment Management
Massachusetts
$856K +$756K +36,156 New
NFA
56
Nationwide Fund Advisors
Ohio
$826K +$368K +17,591 +102%
AG
57
Algert Global
California
$818K +$722K +34,504 New
Legal & General Group
58
Legal & General Group
United Kingdom
$749K +$306K +14,605 +86%
Swiss National Bank
59
Swiss National Bank
Switzerland
$747K
TC
60
TFS Capital
Pennsylvania
$738K +$651K +31,126 New
PAM
61
Panagora Asset Management
Massachusetts
$729K +$428K +20,439 +198%
SO
62
STRS Ohio
Ohio
$713K -$60.7K -2,900 -9%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$705K +$142K +6,792 +30%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$665K -$94.3K -4,509 -14%
Canada Life
65
Canada Life
Manitoba, Canada
$657K
CS
66
Credit Suisse
Switzerland
$629K -$156K -7,438 -22%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$629K +$556K +26,556 New
BPM
68
Bowling Portfolio Management
Ohio
$625K +$552K +26,366 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$612K -$147K -7,026 -21%
WCM
70
Wedge Capital Management
North Carolina
$587K
PI
71
PineBridge Investments
New York
$571K +$453K +21,663 +893%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$568K -$1.26M -60,444 -72%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$551K +$29.6K +1,414 +6%
TA
74
Teton Advisors
New York
$529K +$31.4K +1,500 +7%
HighTower Advisors
75
HighTower Advisors
Illinois
$519K -$126K -6,000 -22%

HVT Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2016, worth a combined $392M — up 20% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 12 closed out — a net gain of 6 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6M. The largest seller was Invesco, cutting an estimated $5.15M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $392M of Haverty Furniture Companies stock for Q4 2016, up 20% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q4 2016 and 12 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2016 was LSV Asset Management, an estimated $6M added.
  • The largest Haverty Furniture Companies seller in Q4 2016 was Invesco, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2016.